v3.0: The Cascade — end-to-end goals-to-tasks flow
Add /project and /monthly skills to complete the cascade chain from 3-year vision through daily tasks. Add agent memory, model hints, agent team workflows, and cascade context surfacing across all skills. New skills: - /project (new, status, archive) — bridge between goals and daily tasks - /monthly — roll up weekly reviews, check quarterly milestones Agent upgrades: - memory: project on all 4 agents for cross-session learning - Agent team workflow in /weekly for parallel reviews Skill enhancements: - /daily: cascade context surfacing (ONE Big Thing, project next-actions) - /weekly: project progress table, agent team coordination - /goal-tracking: project-aware progress, orphan goal detection - /onboard: auto-discover and summarize active projects - model: sonnet on goal-tracking, obsidian-vault-ops, push, onboard Infrastructure: - session-init.sh surfaces priorities, project count, review staleness - settings.json adds cp/mv permissions for project archiving Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Bill Allred
70
README.md
70
README.md
@@ -6,7 +6,7 @@
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A complete personal knowledge management system that combines Obsidian's powerful note-taking with Claude Code's AI assistance. Go from zero to a fully functional PKM in 15 minutes or less.
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**v2.1** - Unified skills pattern (skills and slash commands merged), hooks, agents, and rules.
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**v3.0** - The Cascade: end-to-end goals-to-tasks flow with `/project` and `/monthly` skills, agent memory, and agent teams.
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## ✨ Features
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@@ -17,12 +17,17 @@ A complete personal knowledge management system that combines Obsidian's powerfu
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- **🔄 Version Controlled** - Never lose a thought with automatic Git backups
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- **🎨 Fully Customizable** - Adapt templates and structure to your needs
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### AI-Powered (v2.1)
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- **⚡ Unified Skills** - Skills and slash commands merged (`/daily`, `/weekly`, `/push`, `/onboard`)
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- **🪝 Hooks** - Auto-commit on save, session initialization
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### AI-Powered (v3.0)
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- **🔗 The Cascade** - End-to-end flow: 3-year vision → yearly goals → projects → monthly → weekly → daily tasks
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- **📁 Project Management** - `/project` skill to create, track, and archive projects linked to goals
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- **📆 Monthly Reviews** - `/monthly` skill rolls up weekly reviews, checks quarterly milestones
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- **🧠 Agent Memory** - Agents learn your vault patterns across sessions (goal-aligner remembers misalignment patterns, weekly-reviewer learns your reflection style)
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- **👥 Agent Teams** - Parallel weekly reviews with collector, goal-analyzer, and project-scanner agents
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- **⚡ Unified Skills** - Skills and slash commands merged (`/daily`, `/weekly`, `/monthly`, `/project`, `/push`, `/onboard`)
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- **🪝 Hooks** - Auto-commit on save, session initialization with priority surfacing
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- **🤖 Custom Agents** - Note organizer, weekly reviewer, goal aligner, inbox processor
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- **📏 Modular Rules** - Path-specific conventions for markdown, productivity, projects
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- **🧠 Output Styles** - Productivity Coach for accountability
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- **🎭 Output Styles** - Productivity Coach for accountability
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- **📊 Status Line** - Vault stats in terminal (note count, inbox, uncommitted changes)
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- **👁️ Progress Visibility** - See spinner updates during multi-step operations like morning routines
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@@ -89,6 +94,8 @@ Your Vault/
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│ ├── skills/ # Unified skills (invoke with /skill-name)
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│ │ ├── daily/ # /daily - Create daily notes, routines
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│ │ ├── weekly/ # /weekly - Weekly review process
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│ │ ├── monthly/ # /monthly - Monthly review and planning (NEW)
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│ │ ├── project/ # /project - Create and track projects (NEW)
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│ │ ├── push/ # /push - Git commit and push
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│ │ ├── onboard/ # /onboard - Load vault context
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│ │ ├── goal-tracking/ # Auto: Track goal progress
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@@ -130,7 +137,25 @@ To use the coach style in Claude Code:
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Learn more about [customizing output styles](docs/CUSTOMIZATION.md#output-styles).
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## 🤖 Custom Agents (v2.0)
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## 🔗 The Cascade
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The complete goals-to-tasks flow — the #1 requested feature:
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```
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3-Year Vision ──→ Yearly Goals ──→ Projects ──→ Monthly Goals ──→ Weekly Review ──→ Daily Tasks
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↑
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/project new
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(the bridge layer)
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```
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Every layer connects:
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- **`/project new`** creates a project linked to a yearly goal
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- **`/daily`** morning routine surfaces your ONE Big Thing + project next-actions
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- **`/weekly`** review includes a project progress table
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- **`/monthly`** review rolls up weekly reviews and checks quarterly milestones
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- **`/goal-tracking`** includes project completion % in goal progress calculations
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## 🤖 Custom Agents (v3.0)
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Ask Claude to use specialized agents for common PKM tasks:
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@@ -148,12 +173,39 @@ claude "Use the goal-aligner agent to analyze my recent activity"
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claude "Use the inbox-processor agent to clear my inbox"
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```
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## 🔄 Upgrading from v1.x
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## 🔄 Upgrading
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If you have an existing vault from v1.x:
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### From v2.1 to v3.0
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```bash
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# 1. Copy new directories to your vault
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# 1. Copy new skill directories
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cp -r vault-template/.claude/skills/project your-vault/.claude/skills/
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cp -r vault-template/.claude/skills/monthly your-vault/.claude/skills/
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# 2. Update existing files (review diff first)
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cp vault-template/.claude/settings.json your-vault/.claude/
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cp vault-template/.claude/hooks/session-init.sh your-vault/.claude/hooks/
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# 3. Update agents (adds memory: project)
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cp vault-template/.claude/agents/*.md your-vault/.claude/agents/
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# 4. Update existing skills (adds cascade features)
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cp -r vault-template/.claude/skills/daily your-vault/.claude/skills/
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cp -r vault-template/.claude/skills/weekly your-vault/.claude/skills/
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cp -r vault-template/.claude/skills/goal-tracking your-vault/.claude/skills/
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cp -r vault-template/.claude/skills/onboard your-vault/.claude/skills/
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# 5. Review and merge CLAUDE.md changes
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# Add /project and /monthly to your skills table, bump version
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# 6. Make scripts executable
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chmod +x your-vault/.claude/hooks/*.sh
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```
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### From v1.x to v3.0
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```bash
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# 1. Copy all new directories to your vault
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cp -r vault-template/.claude-plugin your-vault/
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cp -r vault-template/.claude/agents your-vault/.claude/
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cp -r vault-template/.claude/skills your-vault/.claude/
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@@ -3,6 +3,7 @@ name: goal-aligner
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description: Analyze alignment between daily activities and long-term goals. Identify gaps, over/under-investment, and suggest rebalancing. Use for goal audits and priority checks.
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tools: Read, Grep, Glob, TaskCreate, TaskUpdate, TaskList
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model: sonnet
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memory: project
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---
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# Goal Aligner Agent
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@@ -3,6 +3,7 @@ name: inbox-processor
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description: Process inbox items using GTD principles. Categorize, clarify, and organize captured notes into actionable items. Use for inbox zero and capture processing.
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tools: Read, Write, Edit, Glob, Bash, TaskCreate, TaskUpdate, TaskList
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model: sonnet
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memory: project
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---
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# Inbox Processor Agent
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@@ -3,6 +3,7 @@ name: note-organizer
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description: Organize and restructure vault notes. Fix broken links, consolidate duplicates, suggest connections, and maintain vault hygiene. Use when managing vault organization or cleaning up notes.
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tools: Read, Write, Edit, Glob, Grep, Bash, TaskCreate, TaskUpdate, TaskList
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model: sonnet
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memory: project
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---
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# Note Organizer Agent
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@@ -3,6 +3,7 @@ name: weekly-reviewer
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description: Facilitate comprehensive weekly review process. Analyze past week's daily notes, calculate goal progress, and help plan next week. Use for Sunday/Monday weekly reviews.
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tools: Read, Write, Edit, Glob, Grep, TaskCreate, TaskUpdate, TaskList
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model: sonnet
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memory: project
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---
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# Weekly Reviewer Agent
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@@ -1,6 +1,6 @@
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#!/bin/bash
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# Session initialization hook for Obsidian PKM vault
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# Sets up environment variables for the Claude Code session
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# Sets up environment variables and surfaces priorities for the Claude Code session
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# Set vault path (defaults to current directory)
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export VAULT_PATH="${VAULT_PATH:-$(pwd)}"
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@@ -22,3 +22,43 @@ fi
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echo "PKM Session initialized"
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echo " Vault: $VAULT_PATH"
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echo " Today: $TODAY"
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# Surface today's ONE Big Thing from most recent weekly review
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WEEKLY_REVIEW="$VAULT_PATH/Goals/3. Weekly Review.md"
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if [ -f "$WEEKLY_REVIEW" ]; then
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ONE_BIG_THING=$(grep -A 1 "ONE Big Thing" "$WEEKLY_REVIEW" | tail -1 | sed 's/^[> ]*//' | sed 's/^[[:space:]]*//')
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if [ -n "$ONE_BIG_THING" ] && [ "$ONE_BIG_THING" != "" ]; then
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echo " ONE Big Thing: $ONE_BIG_THING"
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fi
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# Days since last weekly review
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LAST_REVIEW_DATE=$(grep -oE '[0-9]{4}-[0-9]{2}-[0-9]{2}' "$WEEKLY_REVIEW" | tail -1)
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if [ -n "$LAST_REVIEW_DATE" ]; then
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if date -j -f "%Y-%m-%d" "$LAST_REVIEW_DATE" +%s >/dev/null 2>&1; then
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# macOS
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LAST_EPOCH=$(date -j -f "%Y-%m-%d" "$LAST_REVIEW_DATE" +%s 2>/dev/null)
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NOW_EPOCH=$(date +%s)
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else
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# Linux
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LAST_EPOCH=$(date -d "$LAST_REVIEW_DATE" +%s 2>/dev/null)
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NOW_EPOCH=$(date +%s)
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fi
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if [ -n "$LAST_EPOCH" ] && [ -n "$NOW_EPOCH" ]; then
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DAYS_SINCE=$(( (NOW_EPOCH - LAST_EPOCH) / 86400 ))
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if [ "$DAYS_SINCE" -gt 7 ]; then
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echo " Weekly review overdue! Last review: $DAYS_SINCE days ago"
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else
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echo " Last weekly review: $DAYS_SINCE days ago"
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fi
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fi
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fi
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fi
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# Active project count
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PROJECTS_DIR="$VAULT_PATH/Projects"
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if [ -d "$PROJECTS_DIR" ]; then
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PROJECT_COUNT=$(find "$PROJECTS_DIR" -maxdepth 2 -name "CLAUDE.md" 2>/dev/null | wc -l | tr -d ' ')
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if [ "$PROJECT_COUNT" -gt 0 ]; then
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echo " Active projects: $PROJECT_COUNT"
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fi
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fi
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@@ -7,6 +7,8 @@
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"Bash(date:*)",
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"Bash(wc:*)",
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"Bash(find:*)",
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"Bash(cp:*)",
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"Bash(mv:*)",
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"Read(*)",
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"Write(Daily Notes/**)",
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"Write(Goals/**)",
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@@ -54,16 +54,39 @@ Your daily template can use:
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### Automated Steps
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1. Create today's daily note (if not exists)
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2. Pull incomplete tasks from yesterday
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3. Review weekly goals for today's priority
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4. Surface any calendar events or deadlines
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3. Read this week's ONE Big Thing from `Goals/3. Weekly Review.md`
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4. Surface active project next-actions from `Projects/*/CLAUDE.md`
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5. Review weekly goals for today's priority
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### Cascade Context Surfacing
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Before interactive prompts, automatically surface:
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- **ONE Big Thing** from most recent weekly review
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- **Active project next-actions** from `Projects/*/CLAUDE.md` (read "Next Actions" section)
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- **Monthly priority** from `Goals/2. Monthly Goals.md`
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Display as a brief context block at the top of the morning routine:
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```markdown
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### Today's Context
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- **Week's ONE Big Thing:** [from weekly review]
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- **Active Projects:** [project names with first next-action each]
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- **Monthly Focus:** [from monthly goals]
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```
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### Interactive Prompts
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- "What's your ONE thing for today?"
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- "What might get in the way?"
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- "How do you want to feel at end of day?"
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### Task Creation Guidance
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When adding tasks to the daily note, recommend linking to goals/projects:
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```markdown
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- [ ] Draft API spec — Supports: [[Projects/MyApp]]
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- [ ] Review chapter 3 — Supports: [[1. Yearly Goals#Read 12 books]]
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```
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### Morning Checklist
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- [ ] Daily note created
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- [ ] Cascade context reviewed (ONE Big Thing, projects, monthly focus)
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- [ ] Yesterday's incomplete tasks reviewed
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- [ ] ONE priority identified
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- [ ] Time blocks set
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@@ -96,6 +119,15 @@ Your daily template can use:
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3. Log energy levels (1-10)
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4. Record gratitude items
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### Goal & Project Attention Summary
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Automatically generate an end-of-day summary showing which goals and projects received attention:
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```markdown
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### Today's Cascade Impact
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- **Goals touched:** [[Goal 1]] (2 tasks), [[Goal 3]] (1 task)
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- **Projects advanced:** [[ProjectA]] (3 tasks), [[ProjectB]] (1 task)
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- **Unlinked tasks:** 2 (consider linking to a goal or project)
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```
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### Reflect
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- What went well today?
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- What could be better?
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@@ -248,6 +280,8 @@ Task tools provide visibility into what's happening during longer operations. Ta
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Works with:
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- `/push` - Commit end-of-day changes
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- `/weekly` - Weekly planning uses daily notes
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- `/monthly` - Monthly goals inform daily focus
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- `/project` - Surface project next-actions in morning
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- `/onboard` - Load context before planning
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- Goal tracking skill - Align daily tasks to goals
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- Productivity Coach - Accountability for daily routines
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@@ -2,6 +2,7 @@
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name: goal-tracking
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description: Track progress toward 3-year, yearly, monthly, and weekly goals. Calculate completion percentages, surface stalled goals, connect daily tasks to objectives. Use for goal reviews and progress tracking.
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allowed-tools: Read, Grep, Glob, Edit, TaskCreate, TaskUpdate, TaskList, TaskGet
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model: sonnet
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---
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# Goal Tracking Skill
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@@ -15,6 +16,8 @@ Goals/0. Three Year Goals.md <- Vision (Life areas)
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↓
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Goals/1. Yearly Goals.md <- Annual objectives
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↓
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Projects/*/CLAUDE.md <- Active projects (bridge layer)
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↓
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Goals/2. Monthly Goals.md <- Current month focus
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↓
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Goals/3. Weekly Review.md <- Weekly planning
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@@ -97,6 +100,20 @@ When adding tasks to daily notes:
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2. Flag goals with no progress in 14+ days
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3. Suggest actions to restart momentum
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## Project-Aware Progress
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### Project Integration
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When calculating goal progress, include project data:
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1. Scan `Projects/*/CLAUDE.md` for all active projects
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2. Match projects to goals via their "Goal Link" / "Supports" field
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3. Include project completion % in goal progress calculations
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4. Surface which projects support each goal
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### Orphan Goal Detection
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Flag goals that have no active project supporting them:
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- A goal with 0 linked projects may need a project created (`/project new`)
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- A goal with only completed/archived projects may need a new initiative
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## Progress Report Format
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```markdown
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@@ -105,18 +122,28 @@ When adding tasks to daily notes:
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### Overall: XX%
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||||
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||||
### By Goal
|
||||
| Goal | Progress | Last Activity | Status |
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||||
|------|----------|---------------|--------|
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||||
| Goal 1 | 75% | 2 days ago | On Track |
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||||
| Goal 2 | 30% | 14 days ago | Stalled |
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| Goal | Progress | Projects | Last Activity | Status |
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||||
|------|----------|----------|---------------|--------|
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||||
| Goal 1 | 75% | [[ProjectA]] (80%), [[ProjectB]] (60%) | 2 days ago | On Track |
|
||||
| Goal 2 | 30% | (none) | 14 days ago | Stalled |
|
||||
|
||||
### Project Status
|
||||
| Project | Goal | Progress | Phase |
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||||
|---------|------|----------|-------|
|
||||
| [[ProjectA]] | Goal 1 | 80% | Active |
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||||
| [[ProjectB]] | Goal 1 | 60% | Active |
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||||
|
||||
### Orphan Goals (no active project)
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||||
- Goal 2 — Consider `/project new` to create a supporting project
|
||||
|
||||
### This Week's Contributions
|
||||
- [Task] -> [[Goal 1]]
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||||
- [Task] -> [[Goal 1]] via [[ProjectA]]
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||||
- [Task] -> [[Goal 2]]
|
||||
|
||||
### Recommended Focus
|
||||
1. [Stalled goal needs attention]
|
||||
2. [Nearly complete goal - finish it]
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||||
3. [Orphan goal needs a project]
|
||||
```
|
||||
|
||||
## Task-Based Progress Tracking
|
||||
@@ -174,7 +201,8 @@ Task tools are session-scoped and don't persist—your actual goal progress is t
|
||||
|
||||
## Integration Points
|
||||
|
||||
- Weekly review: Full progress assessment
|
||||
- Daily planning: Surface relevant goals
|
||||
- Monthly review: Adjust goals as needed
|
||||
- `/weekly` review: Full progress assessment with project rollup
|
||||
- `/daily` planning: Surface relevant goals and project next-actions
|
||||
- `/monthly` review: Adjust goals as needed, check quarterly milestones
|
||||
- `/project status`: Project completion feeds goal calculations
|
||||
- Quarterly review: Cascade from 3-year vision
|
||||
|
||||
200
vault-template/.claude/skills/monthly/SKILL.md
Normal file
200
vault-template/.claude/skills/monthly/SKILL.md
Normal file
@@ -0,0 +1,200 @@
|
||||
---
|
||||
name: monthly
|
||||
description: Monthly review and planning. Roll up weekly reviews, check quarterly milestones, set next month's focus. Use at end of month or start of new month.
|
||||
allowed-tools: Read, Write, Edit, Glob, Grep, TaskCreate, TaskUpdate, TaskList, TaskGet
|
||||
model: sonnet
|
||||
user-invocable: true
|
||||
---
|
||||
|
||||
# Monthly Review Skill
|
||||
|
||||
Facilitates monthly review and planning by rolling up weekly reviews, checking quarterly milestones, and setting next month's focus.
|
||||
|
||||
## Usage
|
||||
|
||||
```
|
||||
/monthly # Run monthly review for current month
|
||||
```
|
||||
|
||||
Or ask:
|
||||
- "Help me with my monthly review"
|
||||
- "Plan next month"
|
||||
- "How did this month go?"
|
||||
|
||||
## What This Skill Does
|
||||
|
||||
1. **Creates or opens monthly goals file** (`Goals/2. Monthly Goals.md`)
|
||||
2. **Rolls up weekly reviews** from the past month
|
||||
3. **Checks quarterly milestones** against yearly goals
|
||||
4. **Plans next month's** focus areas and priorities
|
||||
|
||||
## Review Process
|
||||
|
||||
### Phase 1: Collect Monthly Data (10 minutes)
|
||||
|
||||
1. Read all weekly reviews from the past month (`Goals/3. Weekly Review.md` or weekly review notes)
|
||||
2. Read daily notes from past 30 days (scan for patterns)
|
||||
3. Read current `Goals/2. Monthly Goals.md` for this month's targets
|
||||
4. Scan `Projects/*/CLAUDE.md` for project status updates
|
||||
|
||||
**Extract:**
|
||||
- Wins from each week
|
||||
- Challenges and recurring blockers
|
||||
- Goal progress percentages
|
||||
- Project milestones completed
|
||||
- Habits tracked (completion rates)
|
||||
|
||||
### Phase 2: Reflect on Month (10 minutes)
|
||||
|
||||
1. Read `Goals/1. Yearly Goals.md` for quarterly milestones
|
||||
2. Calculate which quarter we're in and check milestone progress
|
||||
3. Identify patterns across weeks (energy, productivity, focus areas)
|
||||
4. Compare planned vs actual outcomes
|
||||
|
||||
**Generate:**
|
||||
- Monthly accomplishment summary
|
||||
- Quarterly milestone progress check
|
||||
- Pattern analysis (what worked, what didn't)
|
||||
- Goal alignment assessment
|
||||
|
||||
### Phase 3: Plan Next Month (10 minutes)
|
||||
|
||||
1. Identify next month's quarterly milestones
|
||||
2. Surface projects that need attention
|
||||
3. Set next month's primary focus (ONE thing)
|
||||
4. Define 3-tier priorities (must/should/nice-to-have)
|
||||
5. Plan habits to build or maintain
|
||||
|
||||
**Write:**
|
||||
- Update `Goals/2. Monthly Goals.md` with next month's plan
|
||||
- Set specific weekly milestones for the month ahead
|
||||
|
||||
## Output Format
|
||||
|
||||
```markdown
|
||||
## Monthly Review: [Month Year]
|
||||
|
||||
### Month Summary
|
||||
- Weeks reviewed: 4
|
||||
- Daily notes analyzed: [N]
|
||||
- Projects active: [N]
|
||||
|
||||
### Wins
|
||||
1. [Major accomplishment]
|
||||
2. [Progress milestone]
|
||||
3. [Habit success]
|
||||
|
||||
### Challenges
|
||||
1. [Recurring blocker]
|
||||
2. [Missed target]
|
||||
|
||||
### Patterns
|
||||
- **Energy:** [When were you most productive?]
|
||||
- **Focus:** [What got the most attention?]
|
||||
- **Gaps:** [What was consistently avoided?]
|
||||
|
||||
### Goal Progress
|
||||
| Goal | Start of Month | End of Month | Delta |
|
||||
|------|---------------|-------------|-------|
|
||||
| [Goal 1] | 30% | 45% | +15% |
|
||||
| [Goal 2] | 50% | 55% | +5% |
|
||||
|
||||
### Quarterly Milestone Check
|
||||
**Quarter: Q[N] ([Month Range])**
|
||||
| Milestone | Status | Notes |
|
||||
|-----------|--------|-------|
|
||||
| [Milestone 1] | On Track | [Detail] |
|
||||
| [Milestone 2] | At Risk | [What's needed] |
|
||||
|
||||
### Project Status
|
||||
| Project | Progress | Status | Next Month Focus |
|
||||
|---------|----------|--------|-----------------|
|
||||
| [Project 1] | 60% | Active | [Key deliverable] |
|
||||
|
||||
### Next Month Plan
|
||||
|
||||
**ONE Focus:** [Primary objective]
|
||||
|
||||
**Must Complete:**
|
||||
1. [Non-negotiable deliverable]
|
||||
2. [Critical milestone]
|
||||
3. [Key commitment]
|
||||
|
||||
**Should Complete:**
|
||||
1. [Important but flexible]
|
||||
2. [Supporting goal]
|
||||
|
||||
**Nice to Have:**
|
||||
1. [Stretch goal]
|
||||
|
||||
**Weekly Milestones:**
|
||||
- Week 1: [Focus]
|
||||
- Week 2: [Focus]
|
||||
- Week 3: [Focus]
|
||||
- Week 4: [Focus + monthly review]
|
||||
|
||||
### Wellbeing Check
|
||||
- Physical Health: /10
|
||||
- Mental Health: /10
|
||||
- Relationships: /10
|
||||
- Work Satisfaction: /10
|
||||
- Overall: /10
|
||||
|
||||
### Questions to Consider
|
||||
- "What would make next month feel truly successful?"
|
||||
- "What commitment should you drop or delegate?"
|
||||
- "Which goal needs a different approach?"
|
||||
```
|
||||
|
||||
## Data Sources
|
||||
|
||||
Always read these files:
|
||||
- `Goals/0. Three Year Goals.md` - Long-term vision context
|
||||
- `Goals/1. Yearly Goals.md` - Quarterly milestones and annual objectives
|
||||
- `Goals/2. Monthly Goals.md` - Current month's plan (to review) and next month's (to write)
|
||||
- `Goals/3. Weekly Review.md` - Weekly reviews from past month
|
||||
- `Daily Notes/*.md` - Past 30 days of notes
|
||||
- `Projects/*/CLAUDE.md` - All active project statuses
|
||||
|
||||
## Task-Based Progress Tracking
|
||||
|
||||
### Monthly Review Tasks
|
||||
```
|
||||
TaskCreate:
|
||||
subject: "Phase 1: Collect monthly data"
|
||||
description: "Read weekly reviews, daily notes, and project files from past month"
|
||||
activeForm: "Collecting monthly data..."
|
||||
|
||||
TaskCreate:
|
||||
subject: "Phase 2: Reflect on month"
|
||||
description: "Analyze patterns, check quarterly milestones, assess goal alignment"
|
||||
activeForm: "Reflecting on monthly patterns..."
|
||||
|
||||
TaskCreate:
|
||||
subject: "Phase 3: Plan next month"
|
||||
description: "Set focus, define priorities, establish weekly milestones"
|
||||
activeForm: "Planning next month..."
|
||||
|
||||
TaskCreate:
|
||||
subject: "Write monthly review note"
|
||||
description: "Generate and save the monthly review document"
|
||||
activeForm: "Writing monthly review..."
|
||||
```
|
||||
|
||||
### Dependencies
|
||||
```
|
||||
TaskUpdate: "Phase 2: Reflect", addBlockedBy: [phase-1-id]
|
||||
TaskUpdate: "Phase 3: Plan", addBlockedBy: [phase-2-id]
|
||||
TaskUpdate: "Write monthly review", addBlockedBy: [phase-3-id]
|
||||
```
|
||||
|
||||
Mark each task `in_progress` when starting, `completed` when done.
|
||||
|
||||
## Integration
|
||||
|
||||
Works with:
|
||||
- `/weekly` - Monthly review rolls up weekly reviews
|
||||
- `/goal-tracking` - Quarterly milestone progress
|
||||
- `/project status` - Project progress feeds monthly assessment
|
||||
- `/daily` - Next month's plan informs daily priorities
|
||||
- `/push` - Commit after completing review
|
||||
@@ -2,6 +2,7 @@
|
||||
name: obsidian-vault-ops
|
||||
description: Read and write Obsidian vault files, manage wiki-links, process markdown with YAML frontmatter. Use when working with vault file operations, creating notes, or managing links.
|
||||
allowed-tools: Read, Write, Edit, Glob, Grep
|
||||
model: sonnet
|
||||
---
|
||||
|
||||
# Obsidian Vault Operations Skill
|
||||
|
||||
@@ -2,6 +2,7 @@
|
||||
name: onboard
|
||||
description: Load CLAUDE.md context files from vault for comprehensive understanding. Discovers hierarchical context, recent notes, and project states. Use at start of session or when Claude needs full vault context.
|
||||
allowed-tools: Read, Glob, Grep
|
||||
model: sonnet
|
||||
user-invocable: true
|
||||
---
|
||||
|
||||
@@ -35,7 +36,12 @@ Invoke with `/onboard` or ask Claude to learn about your vault.
|
||||
- Project-specific CLAUDE.md files
|
||||
- Recent daily notes for current state
|
||||
|
||||
3. **Builds Understanding**
|
||||
3. **Scans Active Projects**
|
||||
- Auto-discovers all `Projects/*/CLAUDE.md` files
|
||||
- Extracts project name, phase, progress, and goal linkage
|
||||
- Displays active project count and summary in onboard output
|
||||
|
||||
4. **Builds Understanding**
|
||||
- Your personal mission/goals
|
||||
- Project structures and status
|
||||
- Workflow preferences
|
||||
@@ -102,6 +108,16 @@ Automatically considers:
|
||||
- Current week's review
|
||||
- Recently modified projects
|
||||
|
||||
### Project Summary
|
||||
When loading full context, include a project overview:
|
||||
```markdown
|
||||
### Active Projects (N)
|
||||
| Project | Phase | Progress | Goal |
|
||||
|---------|-------|----------|------|
|
||||
| [[ProjectA]] | Active | 60% | [[Goal 1]] |
|
||||
| [[ProjectB]] | Planning | 10% | [[Goal 3]] |
|
||||
```
|
||||
|
||||
### Selective Loading
|
||||
For focused assistance:
|
||||
```
|
||||
@@ -178,4 +194,6 @@ Works with:
|
||||
- All other skills (provides context)
|
||||
- `/daily` - Better daily planning with context
|
||||
- `/weekly` - Informed weekly reviews
|
||||
- `/monthly` - Monthly review with full context
|
||||
- `/project` - Project status overview
|
||||
- Goal tracking - Understand goal cascade
|
||||
|
||||
167
vault-template/.claude/skills/project/SKILL.md
Normal file
167
vault-template/.claude/skills/project/SKILL.md
Normal file
@@ -0,0 +1,167 @@
|
||||
---
|
||||
name: project
|
||||
description: Create, track, and archive projects linked to goals. The bridge between goals and daily tasks. Use for project creation, status dashboards, and archiving completed work.
|
||||
allowed-tools: Read, Write, Edit, Glob, Grep, Bash, TaskCreate, TaskUpdate, TaskList, TaskGet
|
||||
model: sonnet
|
||||
user-invocable: true
|
||||
---
|
||||
|
||||
# Project Skill
|
||||
|
||||
Create, track, and archive projects that bridge the gap between goals and daily tasks.
|
||||
|
||||
## Usage
|
||||
|
||||
```
|
||||
/project # Interactive: create new project or view status
|
||||
/project new # Create a new project
|
||||
/project status # Dashboard of all active projects
|
||||
/project archive <name> # Archive a completed project
|
||||
```
|
||||
|
||||
## Commands
|
||||
|
||||
### `/project` or `/project new`
|
||||
|
||||
Creates a new project folder with a CLAUDE.md context file, interactively linked to a goal.
|
||||
|
||||
**Steps:**
|
||||
1. Read `Goals/1. Yearly Goals.md` to list available goals
|
||||
2. Ask user which goal this project supports (or "none" for standalone)
|
||||
3. Ask for project name
|
||||
4. Create `Projects/<ProjectName>/CLAUDE.md` with structure below
|
||||
5. If linked to a goal, add `[[Projects/<ProjectName>]]` reference in the yearly goals file
|
||||
|
||||
**Project CLAUDE.md Template:**
|
||||
```markdown
|
||||
# Project: <Name>
|
||||
|
||||
## Overview
|
||||
[Brief description of what this project achieves]
|
||||
|
||||
## Goal Link
|
||||
Supports: [[1. Yearly Goals#<Goal Name>]]
|
||||
|
||||
## Status
|
||||
- **Phase:** Planning | Active | Review | Complete
|
||||
- **Progress:** 0%
|
||||
- **Started:** <date>
|
||||
- **Target:** <date>
|
||||
|
||||
## Key Decisions
|
||||
- [Decision 1] - [Date] - [Rationale]
|
||||
|
||||
## Next Actions
|
||||
- [ ] [First concrete step]
|
||||
- [ ] [Second step]
|
||||
|
||||
## Notes
|
||||
[Running log of updates, blockers, learnings]
|
||||
```
|
||||
|
||||
### `/project status`
|
||||
|
||||
Scans all `Projects/*/CLAUDE.md` files and displays a dashboard.
|
||||
|
||||
**Steps:**
|
||||
1. Glob for `Projects/*/CLAUDE.md`
|
||||
2. Read each file, extract: name, status/phase, progress%, goal linkage, next action
|
||||
3. Display dashboard table
|
||||
|
||||
**Output Format:**
|
||||
```markdown
|
||||
## Project Dashboard
|
||||
|
||||
| Project | Phase | Progress | Goal | Next Action |
|
||||
|---------|-------|----------|------|-------------|
|
||||
| ProjectA | Active | 60% | [[Goal 1]] | Review PR |
|
||||
| ProjectB | Planning | 10% | [[Goal 3]] | Draft spec |
|
||||
|
||||
### Summary
|
||||
- Active projects: N
|
||||
- Total progress (weighted): X%
|
||||
- Projects without goal link: [list]
|
||||
- Stalled projects (no update in 14+ days): [list]
|
||||
```
|
||||
|
||||
### `/project archive <name>`
|
||||
|
||||
Moves a completed project to the archives.
|
||||
|
||||
**Steps:**
|
||||
1. Verify `Projects/<name>/` exists
|
||||
2. Confirm with user before archiving
|
||||
3. Update project CLAUDE.md status to "Complete" and progress to 100%
|
||||
4. Move folder: `mv Projects/<name> Archives/Projects/<name>`
|
||||
5. Create `Archives/Projects/` directory if it doesn't exist
|
||||
6. Update any goal references to note completion
|
||||
7. Report what was archived
|
||||
|
||||
## Project Naming Conventions
|
||||
|
||||
- Use PascalCase for folder names: `Projects/LearnSpanish/`
|
||||
- Keep names concise but descriptive
|
||||
- Avoid special characters
|
||||
|
||||
## Cascade Integration
|
||||
|
||||
Projects are the critical middle layer:
|
||||
|
||||
```
|
||||
Goals/1. Yearly Goals.md <- "What I want to achieve"
|
||||
|
|
||||
v
|
||||
Projects/*/CLAUDE.md <- "How I'll achieve it" (THIS SKILL)
|
||||
|
|
||||
v
|
||||
Daily Notes/*.md <- "What I'm doing today"
|
||||
```
|
||||
|
||||
When creating tasks in daily notes, reference the project:
|
||||
```markdown
|
||||
- [ ] Draft API spec — [[Projects/MyApp/CLAUDE.md|MyApp]]
|
||||
```
|
||||
|
||||
## Task-Based Progress Tracking
|
||||
|
||||
### New Project Tasks
|
||||
```
|
||||
TaskCreate:
|
||||
subject: "Read yearly goals"
|
||||
description: "Load goals for project linking"
|
||||
activeForm: "Reading yearly goals..."
|
||||
|
||||
TaskCreate:
|
||||
subject: "Create project structure"
|
||||
description: "Create folder and CLAUDE.md for new project"
|
||||
activeForm: "Creating project structure..."
|
||||
|
||||
TaskCreate:
|
||||
subject: "Link project to goal"
|
||||
description: "Add project reference to yearly goals file"
|
||||
activeForm: "Linking project to goal..."
|
||||
```
|
||||
|
||||
### Status Dashboard Tasks
|
||||
```
|
||||
TaskCreate:
|
||||
subject: "Scan project files"
|
||||
description: "Glob and read all Projects/*/CLAUDE.md files"
|
||||
activeForm: "Scanning project files..."
|
||||
|
||||
TaskCreate:
|
||||
subject: "Generate dashboard"
|
||||
description: "Compile status dashboard from project data"
|
||||
activeForm: "Generating project dashboard..."
|
||||
```
|
||||
|
||||
Mark each task `in_progress` when starting, `completed` when done.
|
||||
|
||||
## Integration
|
||||
|
||||
Works with:
|
||||
- `/daily` - Surface project next-actions in morning routine
|
||||
- `/weekly` - Project status in weekly review
|
||||
- `/goal-tracking` - Project progress feeds goal calculations
|
||||
- `/onboard` - Discover and load project context
|
||||
- `/push` - Commit project changes
|
||||
@@ -2,6 +2,8 @@
|
||||
name: push
|
||||
description: Commit and push vault changes to Git with smart commit messages. Auto-stages files, creates meaningful commits, and syncs with remote. Use after making vault changes or at end of day.
|
||||
allowed-tools: Bash, Read, Glob
|
||||
model: sonnet
|
||||
disable-model-invocation: true
|
||||
user-invocable: true
|
||||
---
|
||||
|
||||
|
||||
@@ -42,13 +42,16 @@ Invoke with `/weekly` or ask Claude to help with your weekly review.
|
||||
- Identify wins and challenges
|
||||
- Capture lessons learned
|
||||
|
||||
### Step 2: Goal Alignment (10 minutes)
|
||||
### Step 2: Goal Alignment + Project Rollup (10 minutes)
|
||||
- Check monthly goal progress
|
||||
- Adjust weekly priorities
|
||||
- Ensure alignment with yearly goals
|
||||
- Auto-scan `Projects/*/CLAUDE.md` for current status
|
||||
- Compile project progress table for the review note
|
||||
|
||||
### Step 3: Planning (10 minutes)
|
||||
- Set ONE big thing for the week
|
||||
- Include project next-actions when planning week
|
||||
- Schedule important tasks
|
||||
- Block time for deep work
|
||||
|
||||
@@ -106,6 +109,12 @@ The skill guides you through:
|
||||
### This Week's Contribution
|
||||
- [Task] -> [[Goal]]
|
||||
|
||||
## Project Progress
|
||||
| Project | Phase | Progress | Next Action |
|
||||
|---------|-------|----------|-------------|
|
||||
| [[ProjectA]] | Active | 60% | [Next step] |
|
||||
| [[ProjectB]] | Planning | 10% | [Next step] |
|
||||
|
||||
## Next Week Planning
|
||||
|
||||
### ONE Big Thing
|
||||
@@ -116,6 +125,10 @@ The skill guides you through:
|
||||
- [ ]
|
||||
- [ ]
|
||||
|
||||
### Project Next-Actions
|
||||
- [ ] [ProjectA] - [specific next step]
|
||||
- [ ] [ProjectB] - [specific next step]
|
||||
|
||||
### Time Blocks
|
||||
- Monday:
|
||||
- Tuesday:
|
||||
@@ -202,11 +215,48 @@ Mark each task `in_progress` when starting, `completed` when done using TaskUpda
|
||||
|
||||
Task tools are session-scoped and don't persist between Claude sessions—your actual weekly review content is saved in the review note.
|
||||
|
||||
## Agent Team Workflow (Optional)
|
||||
|
||||
For a faster, more thorough weekly review, use agent teams to parallelize the collection phase:
|
||||
|
||||
```
|
||||
Team Lead (coordinator)
|
||||
├── collector agent — Read all daily notes, extract wins/challenges/tasks
|
||||
├── goal-analyzer agent — Read goal files, calculate progress, find gaps
|
||||
└── project-scanner agent — Scan Projects/*/CLAUDE.md, get status updates
|
||||
```
|
||||
|
||||
### How to Use
|
||||
When invoking `/weekly`, you can request the team-based approach:
|
||||
```
|
||||
/weekly
|
||||
"Use the team approach for a thorough review"
|
||||
```
|
||||
|
||||
The team lead:
|
||||
1. Spawns three agents to work in parallel
|
||||
2. Collector reads daily notes and extracts highlights
|
||||
3. Goal-analyzer reads all goal files and calculates progress
|
||||
4. Project-scanner reads all project CLAUDE.md files for status
|
||||
5. Team lead synthesizes findings into the weekly review note
|
||||
|
||||
This makes the review faster (parallel collection) and more thorough (dedicated analysis per area).
|
||||
|
||||
### Vault Health Check (Ad-hoc)
|
||||
|
||||
The weekly review can optionally include a vault health check using multiple agents:
|
||||
- **note-organizer**: Scan for broken links, orphan notes
|
||||
- **goal-aligner**: Check daily-to-goal alignment
|
||||
- **inbox-processor**: Check for unprocessed items
|
||||
|
||||
Request with: "Include a vault health check in my weekly review"
|
||||
|
||||
## Integration
|
||||
|
||||
Works with:
|
||||
- `/daily` - Reviews daily notes from the week
|
||||
- `/monthly` - Weekly reviews feed monthly rollup
|
||||
- `/project` - Project status in review
|
||||
- `/push` - Commit after completing review
|
||||
- `/onboard` - Load context for informed review
|
||||
- Goal tracking skill - Progress calculations
|
||||
- `/daily` skill - Plan next week's routines
|
||||
|
||||
@@ -34,9 +34,11 @@ Skills are invoked with `/skill-name` or automatically by Claude when relevant.
|
||||
|-------|------------|---------|
|
||||
| `daily` | `/daily` | Create daily notes, morning/midday/evening routines |
|
||||
| `weekly` | `/weekly` | Run weekly review, reflect and plan |
|
||||
| `monthly` | `/monthly` | Monthly review, quarterly milestone check, next month planning |
|
||||
| `project` | `/project` | Create, track, and archive projects linked to goals |
|
||||
| `push` | `/push` | Commit and push changes to Git |
|
||||
| `onboard` | `/onboard` | Load full vault context |
|
||||
| `goal-tracking` | (auto) | Track progress across goal cascade |
|
||||
| `goal-tracking` | (auto) | Track progress across goal cascade with project awareness |
|
||||
| `obsidian-vault-ops` | (auto) | Read/write vault files, manage wiki-links |
|
||||
|
||||
### Progress Visibility
|
||||
@@ -68,24 +70,42 @@ Session tasks are temporary progress indicators—your actual to-do items remain
|
||||
- Asks powerful questions for clarity
|
||||
- Connects daily work to mission
|
||||
|
||||
## The Cascade
|
||||
|
||||
The full goals-to-tasks flow:
|
||||
|
||||
```
|
||||
3-Year Vision → Yearly Goals → Projects → Monthly Goals → Weekly Review → Daily Tasks
|
||||
/goal-tracking /project /project /monthly /weekly /daily
|
||||
```
|
||||
|
||||
## Daily Workflow
|
||||
|
||||
### Morning (5 min)
|
||||
1. Run `/daily` to create today's note
|
||||
2. Identify ONE main focus
|
||||
3. Review yesterday's incomplete tasks
|
||||
4. Set time blocks
|
||||
2. Review cascade context (ONE Big Thing, project next-actions)
|
||||
3. Identify ONE main focus
|
||||
4. Review yesterday's incomplete tasks
|
||||
5. Set time blocks
|
||||
|
||||
### Evening (5 min)
|
||||
1. Complete reflection section
|
||||
2. Move unfinished tasks
|
||||
3. Run `/push` to save changes
|
||||
2. Review goal/project attention summary
|
||||
3. Move unfinished tasks
|
||||
4. Run `/push` to save changes
|
||||
|
||||
### Weekly (30 min - Sunday)
|
||||
1. Run `/weekly` for guided review
|
||||
2. Calculate goal progress
|
||||
3. Plan next week's focus
|
||||
4. Archive old notes
|
||||
2. Review project progress table
|
||||
3. Calculate goal progress
|
||||
4. Plan next week's focus
|
||||
5. Archive old notes
|
||||
|
||||
### Monthly (30 min - End of month)
|
||||
1. Run `/monthly` for guided review
|
||||
2. Roll up weekly wins/challenges
|
||||
3. Check quarterly milestones
|
||||
4. Plan next month's focus
|
||||
|
||||
## Best Practices
|
||||
|
||||
@@ -102,8 +122,8 @@ See `CLAUDE.local.md.template` for format.
|
||||
---
|
||||
|
||||
*See @.claude/rules/ for detailed conventions*
|
||||
*Last Updated: 2026-01-10*
|
||||
*System Version: 2.1 (Unified Skills)*
|
||||
*Last Updated: 2026-02-15*
|
||||
*System Version: 3.0 (The Cascade)*
|
||||
|
||||
|
||||
<claude-mem-context>
|
||||
|
||||
Reference in New Issue
Block a user